Cresset Asset Management’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
113,394
-146
| -0.1% | -$4.2K | 0.01% | 440 |
|
|
2025
Q1 | $3.36M | Sell |
113,540
-66,387
| -37% | -$1.97M | 0.02% | 409 |
|
|
2024
Q4 | $5.24M | Sell |
179,927
-430,208
| -71% | -$12.5M | 0.03% | 336 |
|
|
2024
Q3 | $17.4M | Sell |
610,135
-139,506
| -19% | -$3.98M | 0.07% | 190 |
|
|
2024
Q2 | $16.9M | Sell |
749,641
-139,991
| -16% | -$3.15M | 0.07% | 178 |
|
|
2024
Q1 | $20.9M | Buy |
889,632
+514,934
| +137% | +$12.1M | 0.1% | 136 |
|
|
2023
Q4 | $10.1M | Hold |
374,698
| – | – | 0.06% | 207 |
|
|
2023
Q3 | $7.62M | Hold |
374,698
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $8.01M | Buy |
374,698
+65
| +0% | +$1.39K | 0.01% | 211 |
|
|
2023
Q1 | $9.15M | Sell |
374,633
-57,600
| -13% | -$1.41M | 0.18% | 82 |
|
|
2022
Q4 | $11.8K | Hold |
432,233
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $11.8M | Hold |
432,233
| – | – | 0.15% | 69 |
|
|
2022
Q2 | $12.8M | Buy |
+432,233
| New | +$12.8M | 0.16% | 63 |
|